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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,133 | $108,882-54.9% | $96,754-49.2% | $154,746-68.2% |
| Participation rate | 81.8% | 75.1%+6.7pp | 70.3%+11.5pp | 80.7%+1.1pp |
| Annual return | 16.88% | 98.39%-81.5pp | 82.04%-65.2pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,309 | $3,018+9.6% | $2,679+23.5% | $4,379-24.4% |
| Participant deferral / active EE | $5,975 | $5,323+12.3% | $4,758+25.6% | $6,730-11.2% |
| Admin fee / account holder | $11,474 | $10,200+12.5% | $8,905+28.9% | $14,365-20.1% |